Mason Investment Advisory Services’s Chevron CVX Stock Holding History

Mason Investment Advisory Services’s Portfolio CVX Stock Details CVX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.64M	Sell	9,865 -392	-4%	-$73K	0.06%	24
2026 Q1	$2.12M	Buy	10,257 +11	+0.1%	+$2.01K	0.1%	19
2025 Q4	$1.56M	Sell	10,246 -753	-7%	-$115K	0.07%	18
2025 Q3	$1.71M	Buy	10,999 +9,147	+494%	+$1.42M	0.09%	20
2025 Q2	$265K	Buy	1,852 +22	+1%	+$3.1K	0.01%	66
2025 Q1	$306K	Buy	+1,830	New	+$286K	0.02%	58
2023 Q1	–	Sell	-1,395	Closed	-$250K	–	69
2022 Q4	$250K	Buy	+1,395	New	+$243K	0.03%	73
2022 Q1	–	Sell	-10,364	Closed	-$1.22M	–	97
2021 Q4	$1.22M	Sell	10,364 -10,274	-50%	-$1.17M	0.1%	44
2021 Q3	$2.09M	Hold	20,638	–	–	0.22%	17
2021 Q2	$2.16M	Buy	20,638 +2,585	+14%	+$273K	0.22%	12
2021 Q1	$1.89M	Buy	18,053 +10,380	+135%	+$1.01M	0.2%	15
2020 Q4	$648K	Sell	7,673 -38	-0.5%	-$3.08K	0.08%	57
2020 Q3	$555K	Hold	7,711	–	–	0.08%	57
2020 Q2	$688K	Sell	7,711 -128	-2%	-$11.5K	0.1%	50
2020 Q1	$568K	Sell	7,839 -642	-8%	-$63.4K	0.1%	55
2019 Q4	$1.02M	Hold	8,481	–	–	0.15%	50
2019 Q3	$1.01M	Hold	8,481	–	–	0.16%	51
2019 Q2	$1.06M	Sell	8,481 -1,318	-13%	-$159K	0.18%	43
2019 Q1	$1.21M	Buy	+9,799	New	+$1.16M	0.33%	25

Other funds holding CVX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mason Investment Advisory Services's CVX Position: Q2 2026 in Review

Mason Investment Advisory Services reduced its Chevron (CVX) stake by 3.8% in Q2 2026, selling an estimated $73K and leaving 9,865 shares worth $1.64M. The position accounts for 0.06% of the portfolio, ranked #24.

Mason Investment Advisory Services first reported a position in CVX in Q1 2019 and has held it in 19 quarters since. The position peaked at $2.16M in Q2 2021. 4,130 funds tracked by Wall St. Rank hold CVX as of Q2 2026.

Mason Investment Advisory Services held 9,865 shares of Chevron worth $1.64M as of Q2 2026.
Mason Investment Advisory Services sold 392 Chevron shares in Q2 2026, an estimated $73K.
Chevron made up 0.06% of Mason Investment Advisory Services's portfolio in Q2 2026, its #24 holding.
Mason Investment Advisory Services first reported a position in Chevron in Q1 2019 and has held it in 19 quarters since.
Mason Investment Advisory Services's Chevron position peaked at $2.16M in Q2 2021.
4,130 funds tracked by Wall St. Rank held Chevron as of Q2 2026.

Based on Mason Investment Advisory Services's 13F filing for Q2 2026, filed 13 Aug 2026.